# Making Cents

Institutional grade equity research on CPG businesses from a former research analyst, CFO, and now co founder/CEO of Iris - the financial operating system for consumer brands

Page: <https://rssamplifier.com/drewfallon-substack-com>  
Feed: <https://rssamplifier.com/drewfallon-substack-com.md>

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## [The Perfect P&L](https://drewfallon.substack.com/p/the-perfect-p-and-l)

_2026-08-14 · Drew Fallon_

The Perfect P&L is below

## [When is your brand ready to sell?](https://drewfallon.substack.com/p/when-is-your-brand-ready-to-sell)

_2026-08-14 · Drew Fallon_

Come through diligence with me

## [How to Succeed with AI at Your Brand](https://drewfallon.substack.com/p/how-to-succeed-with-ai-at-your-brand)

_2026-08-02 · Drew Fallon_

A primer on data infrastructure and AI

## [Inside IM8's $1B Raise from General Catalyst](https://drewfallon.substack.com/p/inside-im8s-1b-raise-from-general)

_2026-07-25 · Drew Fallon_

& How the true cost of the capital tells us the real story

## [IM8 GC ANALYSIS](https://drewfallon.substack.com/p/im8-gc-analysis)

_2026-07-25 · Drew Fallon_

https://drive.google.com/drive/folders/1by\_-nMXYtY3A0jl3zxfTE4glPX7A7Me1?usp=drive\_link

## [GYMSHARK FINANCIALS & VALUATION](https://drewfallon.substack.com/p/gymshark-financials-and-valuation)

_2026-07-10 · Drew Fallon_

One of my best analyses yet

## [BEN FRANCIS TO BUY BACK GYMSHARK SHARE FROM GA](https://drewfallon.substack.com/p/ben-francis-to-buy-back-gymshark)

_2026-07-10 · Drew Fallon_

A story of multiple compression, preferred rights, and

## [REFORMATION S1 BREAKDOWN](https://drewfallon.substack.com/p/reformation-s1-breakdown)

_2026-07-03 · Drew Fallon_

A deep dive

## [REFORMATION FINANCIAL ANALYSIS](https://drewfallon.substack.com/p/reformation-financial-analysis)

_2026-07-03 · Drew Fallon_

https://drive.google.com/drive/folders/1s6Ma4HLAG33QBHLDeF1FJj3c1NdqEDo0?usp=drive\_link

## [Zuverlässiges Hosting, Domains, Server (Sponsored)](https://crawlproof.com/a/Yt49bAfuFepH)

_2026-07-03 · **Sponsored**_

Zuverlässige Infrastruktur, niedrige Preise und skalierbare Server für deinen Webauftritt.

## [Prestige Consumer's $1B Acquisition of Breathe Right - the deal no ones talking about](https://drewfallon.substack.com/p/prestige-consumers-1b-acquisition)

_2026-06-19 · Drew Fallon_

& why you should care - a deep dive into the transaction